I am a little slower to catch on than others, but today I learned that I can selectively or manually merge and import slips using the Taxcycle AFR even if Taxcycle doesn’t automatically offer to “Merge T3 slips” due to different fund names.
Lets say the CRA has 4 individual T3 slips for Royal Bank Mutual Funds, but the client only has 1 consolidated T3 slip, while importing we can choose the same slip name for each of the T3 slips and Taxcycle will add them together as you select them. That way you can pick and choose what CRA T3’s make up the paper T3 slip until you come up with an AFR import that matches the paper slip. You then import that consolidated slip via AFR and it will match up to the paper T3.
I’m not sure how long Taxcycle AFR has been like this… but thanks for this!